PPC Ltd

Informe acción JSE:PPC

Capitalización de mercado: R10.2b

PPC Dividendos y recompras

Dividendo controles de criterios 2/6

PPC es una empresa que paga dividendos con una rentabilidad actual de 2.65% que está bien cubierta por los beneficios.

Información clave

2.6%

Rentabilidad por dividendo

0.7%

Rendimiento de la recompra

Rendimiento total para el accionista3.4%
Rendimiento futuro de los dividendos4.8%
Crecimiento de los dividendos-19.1%
Próxima fecha de pago de dividendosn/a
Fecha ex dividendon/a
Dividendo por acciónn/a
Ratio de pago50%

Últimas actualizaciones de dividendos y recompras

Recent updates

Artículo de análisis May 08

Should You Think About Buying PPC Ltd (JSE:PPC) Now?

PPC Ltd ( JSE:PPC ), might not be a large cap stock, but it saw a decent share price growth of 19% on the JSE over the...
Actualización del análisis Apr 25

PPC: Modest Price Trims Will Highlight Resilient Earnings Power

Analysts have trimmed their ZAR price targets on PPC by ZAR 2 to ZAR 5, citing updated views on risk, profitability and sector conditions. This feeds into a slightly higher discount rate and essentially unchanged fair value in this model.
Actualización del análisis Apr 10

PPC: Sector Risk Repricing Will Shape Fairly Valued Outlook

Analysts have trimmed their ZAR price targets for PPC by ZAR2, reflecting updated views on sector risks and returns while maintaining largely unchanged assumptions for fair value, revenue growth, profit margins and future P/E levels. Analyst Commentary Recent price target changes for PPC highlight how closely analysts are watching the balance between sector risks, expected returns and what they see as fair value.
Actualización del análisis Mar 26

PPC: Higher Future P/E And Regulatory Shakeup Will Drive Upside Potential

Analysts have adjusted their ZAR price targets on PPC, with the latest move reflecting new views on slower revenue and margin assumptions, alongside a much higher future P/E multiple. Analyst Commentary Recent Street research on comparable building materials and industrial names highlights how quickly price targets can move when assumptions on pricing, revenue growth and P/E multiples are revisited.
Actualización del análisis Mar 12

PPC: Stable Assumptions And Regulatory Overhang Will Shape Future Upside Potential

Analysts have lifted their PPC price target by ZAR2, citing updated assumptions around the discount rate, revenue growth, profit margins and future P/E that are broadly consistent with prior estimates. Analyst Commentary Recent price target revisions for PPC reflect updated inputs on discount rates, revenue assumptions, profit margins and the future P/E that still align with earlier broad expectations.
Actualización del análisis Feb 24

PPC: Stable Assumptions And Modest Model Tweaks Will Guide Balanced Outlook

Analysts increased their price target on PPC by ZAR2, reflecting updated views on the stock's valuation after revisiting assumptions such as discount rate, revenue growth, profit margin and future P/E. Analyst Commentary Bullish Takeaways Bullish analysts see the ZAR2 price target uplift as consistent with refreshed assumptions around discount rate and future P/E, which they view as better aligned with PPC's risk profile and potential earnings power.
Actualización del análisis Feb 10

PPC: Tariff Relief And Stable Assumptions Will Shape Balanced Outlook

Analysts have trimmed their price expectations for PPC, reflecting a slightly lower assumed discount rate and a modestly reduced future P/E multiple as they reassess the risk profile around similar fair value assumptions. What's in the News President Donald Trump is expected to sign an order reducing tariffs on beef, tomatoes, coffee and bananas, targeting lower grocery costs for consumers (Bloomberg).
Actualización del análisis Jan 25

PPC: Tariff Relief And Higher EPS Guidance Will Support Bullish Case

Analysts have modestly adjusted their price target on PPC, bringing the new figure closer to their fair value view as small refinements in the discount rate and forward P/E assumptions feed through their models. What's in the News President Donald Trump is expected to sign an order reducing tariffs on beef, tomatoes, coffee and bananas in an effort to ease grocery costs, with Pilgrim's Pride listed among the publicly traded companies that could be affected (Bloomberg).
Actualización del análisis Jan 11

PPC: Tariff Cuts And Rising EPS Guidance Will Support Bullish Outlook

Analysts have raised their price target on PPC slightly, citing relatively unchanged assumptions for fair value, discount rate, revenue growth, profit margin, and forward P/E as the basis for this modest adjustment. What's in the News President Donald Trump is expected to sign an order to reduce tariffs on beef, tomatoes, coffee and bananas, which could affect input costs and demand across the protein and grocery supply chain, including Pilgrim's Pride, Walmart, Costco and other listed food and retail names (Bloomberg).
Actualización del análisis Dec 27

PPC: Future Tariff Cuts Will Support Earnings Momentum And Share Upside

Analysts have slightly raised their price target on PPC to reflect a modest uptick in earnings visibility and valuation confidence, nudging the projected fair value toward approximately $6.80 per share. What's in the News President Trump is expected to sign an order reducing tariffs on beef, tomatoes, coffee and bananas.
Actualización del análisis Dec 13

PPC: Future Tariff Relief And Earnings Outlook Will Support Share Upside

Analysts have modestly raised their price target on PPC to reflect a slightly higher valuation multiple. The new target is now approximately in line with the prior fair value of about 6.8 dollars per share, supported by expectations of steady revenue growth and stable profit margins.
Actualización del análisis Nov 28

PPC: Shares Will Benefit From Imminent Food Tariff Reductions

Analysts have raised their price target for PPC from $5.60 to $6.80, citing expectations of stronger revenue growth and improved profit margins, as reflected in updated forecasts. What's in the News President Trump is preparing to sign an order that will reduce tariffs on beef, tomatoes, coffee, and bananas.
Artículo de análisis Jun 16

PPC (JSE:PPC) Is Posting Promising Earnings But The Good News Doesn’t Stop There

PPC Ltd ( JSE:PPC ) announced a healthy earnings result recently, and the market rewarded it with a strong uplift in...
Artículo de análisis Jun 11

PPC (JSE:PPC) Could Easily Take On More Debt

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Artículo de análisis Apr 30

PPC Ltd (JSE:PPC) Investors Are Less Pessimistic Than Expected

There wouldn't be many who think PPC Ltd's ( JSE:PPC ) price-to-sales (or "P/S") ratio of 0.7x is worth a mention when...
Artículo de análisis Mar 04

Is PPC (JSE:PPC) Using Too Much Debt?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
User avatar
Nuevo análisis Feb 24

Restructuring And Partnerships Will Improve Efficiency In Cement Operations

Strategic turnaround plan, focusing on asset optimization and cost containment, aims to enhance operational efficiency and boost profitability.
Artículo de análisis Jul 26

What Does PPC Ltd's (JSE:PPC) Share Price Indicate?

PPC Ltd ( JSE:PPC ), is not the largest company out there, but it received a lot of attention from a substantial price...
Artículo de análisis Sep 21

Here's What To Make Of PPC's (JSE:PPC) Decelerating Rates Of Return

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...
Artículo de análisis Jun 26

Auditors Are Concerned About PPC (JSE:PPC)

The harsh reality for PPC Ltd ( JSE:PPC ) shareholders is that its auditors, Deloitte & Touche LLP, expressed doubts...
Artículo de análisis Mar 26

Is PPC (JSE:PPC) Using Too Much Debt?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Artículo de análisis Feb 19

How Much Did PPC's(JSE:PPC) Shareholders Earn From Share Price Movements Over The Last Five Years?

PPC Ltd ( JSE:PPC ) shareholders will doubtless be very grateful to see the share price up 149% in the last quarter...
Artículo de análisis Jan 15

How Much Of PPC Ltd (JSE:PPC) Do Institutions Own?

If you want to know who really controls PPC Ltd ( JSE:PPC ), then you'll have to look at the makeup of its share...
Artículo de análisis Dec 11

PPC (JSE:PPC) Takes On Some Risk With Its Use Of Debt

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...

Estabilidad y crecimiento de los pagos

Obteniendo datos sobre dividendos

Dividendo estable: El pago de dividendos de PPC ha sido volátil en los últimos 10 años.

Dividendo creciente: El pago de dividendos de PPC ha disminuido en los últimos 10 años.


Rentabilidad por dividendo vs. Mercado

Rentabilidad por dividendo de PPC vs. Mercado
¿Cómo se compara la rentabilidad por dividendo de PPC con la del mercado?
SegmentoRentabilidad por dividendo
Empresa (PPC)2.6%
Suelo de mercado 25% (ZA)3.1%
Techo de mercado 25% (ZA)7.8%
Media de la industria (Basic Materials)3.5%
Analista de previsiones (PPC) (hasta 3 años)4.8%

Dividendo destacado: El dividendo de PPC(2.65%) no es notable en comparación con el 25% inferior de pagadores de dividendos del mercado ZA (3.05%).

Alto dividendo: El (2.65%) del dividendo de PPC es bajo en comparación con el 25% de los principales pagadores de dividendos del mercado ZA (7.76%).


Pago de beneficios a los accionistas

Cobertura de los beneficios: Con su razonable ratio de pago (50.1%), los pagos de dividendos de PPC están cubiertos por los beneficios.


Pago en efectivo a los accionistas

Cobertura de flujo de caja: Con su razonablemente bajo ratio de pago en efectivo (30.2%), los pagos de dividendos de PPC están bien cubiertos por los flujos de caja.


Descubre empresas que pagan buenos dividendos

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/10 12:38
Precio de las acciones al final del día2026/05/08 00:00
Beneficios2025/09/30
Ingresos anuales2025/03/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

PPC Ltd está cubierta por 10 analistas. 1 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Gari ChigwedereAvior Capital Markets
Rasia NaidooBofA Global Research
Rowan GoellerChronux Research